Ibotta, Inc. — fact timeline

Ibotta, Inc. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm for fiscal 2026 at the 2026-05-19 meeting.

“The shareholders ratified the appointment of KPMG, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, by the following vote: For Against Abstain Broker Non-Votes 69,313,700 41,851 63,561 0”

Ibotta, Inc. shareholders approved Advisory vote on frequency of say-on-pay (every one year) at the 2026-05-19 meeting.

“The shareholders approved, on an advisory (non-binding) basis, that the frequency of the vote on the compensation of the Company's named executive officers occur every one year, by the following vote: 1 Year 2 Years 3 Years Abstain Broker Non-Votes 65,739,126 17,307 9,169 63,770 3,589,740”

Ibotta, Inc. shareholders approved Advisory vote on executive compensation at the 2026-05-19 meeting.

“The shareholders approved, on an advisory (non-binding) basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, by the following vote: For Against Abstain Broker Non-Votes 65,559,261 190,917 79,194 3,589,740”

Ibotta, Inc. shareholders approved Election of two Class II directors at the 2026-05-19 meeting.

“The shareholders elected two Class II directors to hold office for a three-year term expiring at the 2029 annual meeting of shareholders and until their respective successors are duly elected and qualified, by the following vote: Name For Against Abstain Broker Non-Votes Amit Doshi 64,027,356 1,737,483 64,533 3,589,740 Larry Sonsini 65,521,774 243,105 64,493 3,589,740”

Ibotta, Inc. reported the first quarter ended March 31, 2026 results: revenue $82.5 million, net income $(10.3) million, EPS $(0.43) per diluted share.

“Results Ibotta’s first quarter financial results exceeded the upper end of the guidance range for both revenue and adjusted EBITDA. Revenue declined by 2% year-over-year to $82.5 million Generated net loss of $10.3 million, representing net loss as a percent of revenue of (13)%, and adjusted EBITDA of $8.7 million, representing an 11% adjusted EBITDA margin”

Valarie Sheppard changed role as Interim Chief Financial Officer at Ibotta, Inc..

“the Company's Chief Financial Officer, Sunit Patel, resigned, and Valarie Sheppard, a member of the Company's Board of Directors (the 'Board'), assumed the role of Interim Chief Financial Officer, effective March 14, 2025.”

Sunit Patel resigned as Chief Financial Officer at Ibotta, Inc..

“the Company's Chief Financial Officer, Sunit Patel, resigned, and Valarie Sheppard, a member of the Company's Board of Directors (the 'Board'), assumed the role of Interim Chief Financial Officer, effective March 14, 2025.”

Valarie Sheppard was appointed as Interim Chief Financial Officer at Ibotta, Inc..

“Valarie Sheppard, a member of the Company’s Board of Directors (the “Board”) will assume the position of the Company’s Interim Chief Financial Officer, effective March 14, 2025.”

Sunit Patel resigned as Chief Financial Officer at Ibotta, Inc..

“Sunit Patel resigned as Chief Financial Officer and Principal Financial Officer of Ibotta, Inc. (the “Company”), effective March 14, 2025, and he will remain with the Company through March 28, 2025.”

Ibotta, Inc.: Bylaws amended and restated effective as of April 22, 2024 in connection with IPO (effective 2024-04-22).

“Effective as of April 22, 2024, the Company's bylaws were amended and restated (the “ Restated Bylaws ”) in connection with the completion of the IPO.”

Ibotta, Inc.: Amended and restated certificate of incorporation filed in connection with IPO (effective 2024-04-22).

“On April 22, 2024, Ibotta, Inc. (the “ Company ”) filed an amended and restated certificate of incorporation (the “ Restated Certificate ”) with the Secretary of State of the State of Delaware in connection with the completion of the Company’s initial public offering (the “ IPO ”).”